Abhishek Kumar
Mumbai
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Royale RM
AU Small Finance Bank
03.2024 - Current
- Branch banking account management, reviewing portfolio clients' needs and asset allocation and pro-actively engaging with the customers to validate understanding their needs
- Increase the branch profitability
- Financial planning, Wealth management, expanding and deepening revenue streams through wealth management and retail assets products
- Acquiring prospect casa customers through converting referral leads
- Managing current portfolio TRV of 50 crores with 300 clients in Juhu branch
- Managing customers' expectation on and customers' satisfaction tracked via NPS scores and driving wealth penetrations by activating new clients
Imperia VRM
HDFC Bank Ltd.
01.2020 - 02.2024
- Client account management, reviewing HNI portfolio clients' needs and asset allocation and pro-actively engaged with the customers to validate understanding of the needs
- Advice HNI customer to enrich the relationship by mobilizing the additional funds and sell other fee-based products/services based on the current and future customer needs
- Financial planning, Wealth management, expanding and deepening revenue streams through wealth management and retail assets products
- Acquiring new imperia customers through converting referral leads
- Managing current portfolio TRV of 160 crores with 600 clients
- Managing customers expectationon and customers satisfaction tracked via NPS scores and upgrading clients to imperia banking and driving wealth penetrations by activating new clients
Deputy Manager
Indusind Bank LTD.
06.2016 - 12.2019
- Video Teller: Taking request through AIT (Automated Interactive Teller) Video call for cash dispensed via cheque, cheque deposit, Internal Money transfer, NEFT, IMPS, RTGS etc
- Handling Escalation of Banking and cards clients on Video of Indusind bank
- Achieve high degree of customer satisfaction as per the laid TAT
- Zero Defect in handling complaints received at Video branch
- Cross Sell Banks and TPT products over the phone
- Responsible for online logging and resolving complaints within defined TAT
- Proper coordination within the respective departments in order to get the satisfactory resolution within the defined TAT
- Actioning SME cases and requests
- Liaising with the concern authorities and also using the escalation Matrix for the timely revert
- Daily monitoring of resolution, providing support to the complaints staff, Liaising with the concerned authorities for timely reverts
Assistant Manager
HDFC Bank LTD.
08.2014 - 05.2016
- Handling HNW clients with super premium cards for HDFC bank
- Achieve high degree of customer satisfaction as per the laid TAT
- Zero Defect in handling complaints received at Phone Banking
- Responsible for online logging and resolving complaints within defined TAT
- Proper Co-ordination within the respective departments in order to get the satisfactory resolution within the defined TAT
- Being sensitize towards the escalation received from MD Complaints desk and also towards the customer escalation received though ETU Team
- Liaising with the concern authorities and also using the escalation Matrix for the timely revert
- Follow up with the Branches and if required escalating issues to the Cluster Head / Zonal Head in order to resolve complaints pertains to the Branch
- Daily monitoring of resolution, providing support to the complaints staff, Liaising with the concerned authorities for timely reverts
- Function as a one point contact for various HDFC Bank Teams (Phone banking 14 locations) Collections, Centralized Processing Units (Assets & Liabilities), E-Mail Management team, also for the Branches
customer service and sales executive
ADFC PVT. LTD.
11.2012 - 08.2014
- Worked as a customer service and sales executive for HDFC Bank Credit Cards Division
- Assisting prospective customers and providing information about their credit cards, managing their request and complaint
- Cross Sell Banks and TPT products over the phone
- Taking escalation calls, floor support
Education
T.Y.B.A. -
Agra College
01.2010
H.S.C -
J.I.C College (U.P. Board)
01.2006
S.S.C -
Dr. Roy School (U.P. Board)
01.2004
Skills
- Banking Industry Expertise
- Relationship Management Proficiency
- Financial Planning and Development
Certification
- IRDA certified
- AMFI certified with NISM V-A Mutual Fund distribution
Extracurricular Activities
College level athlete and wicket keeper in college cricket team.
Disclaimer
I hereby declare that all the above information are true and correct in the best of my knowledge & belief.
Languages
English & Hindi
Timeline
Royale RM
AU Small Finance Bank
03.2024 - Current
Imperia VRM
HDFC Bank Ltd.
01.2020 - 02.2024
Deputy Manager
Indusind Bank LTD.
06.2016 - 12.2019
Assistant Manager
HDFC Bank LTD.
08.2014 - 05.2016
customer service and sales executive
ADFC PVT. LTD.
11.2012 - 08.2014
T.Y.B.A. -
Agra College
H.S.C -
J.I.C College (U.P. Board)
S.S.C -
Dr. Roy School (U.P. Board)
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